ESOP · DOL Form 5500 · 2024
Citizen Auto Stage Company ESOP
Data updated 2026-08-25
- $872K
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $27,236
- Avg per participant Low balance/head
Official DOL plan name: Citizen Auto Stage Company Employee Stock Ownership Plan and Trust · Sponsored by Citizen Auto Stage Company · Arizona · Transportation & Warehousing
$872K in assets, 32 participants
Citizen Auto Stage Company's Citizen Auto Stage Company Employee Stock Ownership Plan and Trust reported $872K in total assets and 32 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #774 in Transportation & Warehousing (3,299 peers)
Citizen Auto Stage Company multi-year trail
Citizen Auto Stage Company's plans moved -86.1% in assets from 2022 to 2024; this filing shows Citizen Auto Stage Company Employee Stock Ownership Plan and Trust at $872K / 32 participants.
- #774
- in Transportation & Warehousing (3,299 peers)
- -12.2%
- assets change YoY
The plan reported a net loss of $122K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Citizen Auto Stage Company Employee Stock Ownership Plan and Trust among the smaller filed plans by assets
Citizen Auto Stage Company Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$871,561 22nd percentile higher than 22% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Citizen Auto Stage Company Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Citizen Auto Stage Company Employee Stock Ownership Plan and Trust is a small filing (32 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Citizen Auto Stage Company Employee Stock Ownership Plan and Trust reported net income fell from $54K in the plan year 2023 filing to -$122K in the plan year 2024 filing.
- Citizen Auto Stage Company Employee Stock Ownership Plan and Trust end-of-year assets fell from $993K in the plan year 2023 filing to $872K in the plan year 2024 filing.
- Citizen Auto Stage Company Employee Stock Ownership Plan and Trust reported participants fell from 33 in the plan year 2023 filing to 32 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 860012070 · Citizen Auto Stage Company PY 2024 · ESOP
Citizen Auto Stage Company Employee Stock Ownership Plan and Trust · $872K · 32 · 22nd
- IND $872K
- EOY 32
- 5500 22nd
- ASSETS ESOP
- PCT near Vistula Management Company Employee Stock Ownership Plan
- EIN ind #774
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Arizona →
Citizen Auto Stage Company Employee Stock Ownership Plan and Trust in the asset neighbourhood
Citizen Auto Stage Company multi-year asset trail
Sponsor-wide plan assets over time
All Citizen Auto Stage Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $872K 86.12640310110096% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 140 | $6M |
| 2023 | 2 | 135 | $7M |
| 2024 | 1 | 32 | $872K |
Citizen Auto Stage Company filing trail (2024)
| Total Assets (Beginning of Year) | $993K |
|---|---|
| Net Assets (End of Year) | $872K |
| Net Income | -$122K |
| Employer EIN | 860012070 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $1.5B · 3,220
- U-Haul Holding Company Employee Stock Ownership Plan $561M · 21,253
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $415M · 263
- Wilson Electric Services Corp. Employee Stock Ownership Plan $262M · 757
- Pima Medical Institute Employee Stock Ownership Plan $226M · 1,089
Citizen Auto Stage Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Vistula Management Company Employee Stock Ownership Plan in OH ($872K); by covered participants it is Thermal Technologies, Inc. Employee Stock Ownership Plan in WI (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($872K here).
Similar participant headcount
Nearest other-state filings by covered participants (32 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.